AI Booking is enrollment appointment scheduling for health plans that books advisor calls, member callbacks and employer sessions on the phone, in the chat and from your forms, into your teams' free times. The caller is verified before anything enters the book, and the confirmation and the reminder go out by themselves.
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7 days free · per company, never per seat · nothing to install


Advisors
When members may choose, the AI asks who they would like to speak with; each advisor signs in to their own day, and a day away blocks only them.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Advisor calls are thirty minutes; employer sessions ninety minutes, Monday to Thursday only.”
Lisa“Advisor calls take thirty minutes, and employer sessions take ninety minutes, Monday to Thursday only. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Health Payers use it
A shopper comparing next year's plans books a Tuesday call with an enrollment advisor before hanging up.
A member who cannot wait on hold for appeals picks a Thursday callback, and the confirmation arrives by text from your number.
An HR manager books two on-site benefits sessions with the account manager, with the travel time to the employer kept.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Booking does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsLisa, your AI assistant
What gets booked
A shopper or a member picks a free time with an enrollment advisor; benefits counseling appointments keep what they said on the call with the booking.
A member who would rather not hold chooses a time with the team that owns the request: claims questions, appeals or enrollment.
An HR manager books the open enrollment session for employees, on site or by video, from the account manager's real free times.
A service marked subject to approval arrives as a request; the member hears the time is requested until a person confirms it.
Set-up
Tell Lisa what members and brokers can book, an advisor call, a callback, an employer session or a broker review, and how long each lasts.
Each advisor and account manager gets the services they handle, their working hours and their days away.
Connect the calendars your teams already use, so an hour taken by a meeting is never offered to a caller.
Run the book for 7 days with no credit card and read every booking, confirmation and re-book it made for your plan.
Questions & answers
Yes. AI Booking offers only the free times of the advisor or team that handles the request and books it while the caller is still on the line or in the chat. Each booking lands in one book with the channel it came from.
By the caller's number, a code sent by text or a verified e-mail, the method you choose for each service. A booking still waiting for its code holds its place for the minutes the service sets, so two members never take the same slot.
Yes. Each advisor or account manager is a provider with their own services and hours, connects the work calendar they already use and sees only their own agenda. Busy times are read every five minutes and never offered to a member.
After the grace period the booking is marked no-show and one polite message invites the member to book again. A member who missed twice in a year is asked to confirm the next booking first.
Yes. A service held at the customer's address asks where the session is first, keeps the area you serve and the travel time between visits, and turns an address outside that area into a callback.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Health Payers ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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